Profit Sharing · DOL Form 5500 · 2023

Stafford Strategic Group Inc. Profit Sharing Plan

Data updated 2026-08-25

$76K
Total assets Small plan by assets
2
Participants Small participant base
5th
Percentile by assets National rank
$38,005
Avg per participant Low balance/head
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Official DOL plan name: Stafford Strategic Group Inc. Retirement Plan · Sponsored by Stafford Strategic Group Inc. · Virginia · Professional & Technical Services

$76K in assets, 2 participants

Stafford Strategic Group Inc.'s Stafford Strategic Group Inc. Retirement Plan reported $76K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 5th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #908 in Professional & Technical Services (20,321 peers)

Stafford Strategic Group Inc. multi-year trail

Stafford Strategic Group Inc.'s plans moved +13.5% in assets from 2022 to 2024; this filing shows Stafford Strategic Group Inc. Retirement Plan at $76K / 2 participants.

#908
in Professional & Technical Services (20,321 peers)
+0.2%
assets growth YoY

Stafford Strategic Group Inc. Retirement Plan among the smaller filed plans by assets

Stafford Strategic Group Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$76,010 5th percentile higher than 5% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Stafford Strategic Group Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stafford Strategic Group Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stafford Strategic Group Inc. Retirement Plan reported net income rose from -$5K in the plan year 2022 filing to $134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 823051435 · Stafford Strategic Group Inc. PY 2023 · Profit Sharing

Stafford Strategic Group Inc. Retirement Plan · $76K · 2 · 5th

  • PART $76K
  • TYPE 2
  • NET 5th
  • BOOK Profit Sharing
  • VS-ST near Yateswright Corp. Retirement Plan
  • BOY ind #908

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Virginia →

Stafford Strategic Group Inc. Retirement Plan in the asset neighbourhood

Stafford Strategic Group Inc. Retirement PlanStafford Strategic Group Inc…$76KYateswright Corp. Retirement PlanYateswright Corp. Retirement…$76KMartinez-Lorenzo Internal Medicine Services Psc Retirement PlanMartinez-Lorenzo Internal Me…$76KCbm Cycle Nwa, Inc. Retirement PlanCbm Cycle Nwa, Inc. Retireme…$76KRicardo J. Ferreras Olivieri Retirement PlanRicardo J. Ferreras Olivieri…$76K
End-of-year total assets ($M) among Stafford Strategic Group Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Stafford Strategic Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stafford Strategic Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$86K 13.478570298908746% vs 2022
2024 filing year
$0.08M$0.08M$0.09M$0.09M$0.1M 202220232024 $0.08M $0.09M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 2 $76K
2023 1 2 $76K
2024 1 2 $86K

Stafford Strategic Group Inc. filing trail (2023)

Total Assets (Beginning of Year)$76K
Net Assets (End of Year)$76K
Net Income$134
Employer EIN823051435
Plan Effective Date2017-10-09
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Stafford Strategic Group Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Stafford Strategic Group Inc. Retirement Plan, Total assets ($B): 0.00007601 · Participants: 2Stafford Strategic Group Inc. Retirement PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Stafford Strategic Group Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Stafford Strategic Group Inc. Retirement Plan side-by-side with 3 peers →

Stafford Strategic Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Yateswright Corp. Retirement Plan in TX ($76K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stafford Strategic Group Inc. Retirement Plan assets move in 2023? ▼
Stafford Strategic Group Inc. Retirement Plan held essentially flat - up 0.2% during 2023, from $76K to $76K. Reported net income was $134.
How have Stafford Strategic Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stafford Strategic Group Inc.'s sponsor-wide assets grew 13.5%, from $76K to $86K.
Where does Stafford Strategic Group Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Stafford Strategic Group Inc. Retirement Plan ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Stafford Strategic Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Yateswright Corp. Retirement Plan in TX ($76K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Stafford Strategic Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 823051435.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.